Fractional CFO • Fundraising • AI-enabled finance
Finance leadership.
Funding readiness.
Smarter growth.
I help growing businesses prepare for funding, strengthen cash visibility and turn financial information into clear decisions—with AI supporting the work and CFO judgment guiding the outcome.
Yogendra P Sharma · Strategic Finance & Board Advisory
The CFO approach
From reliable numbers to funding-ready decisions.
Start with the business decision. Establish the financial evidence. Use suitable tools to support the analysis, then translate the findings into clear actions.
Understand the starting point
Review reporting quality, cash commitments, funding needs and the gaps that affect management confidence.
Connect strategy with numbers
Bring together forecasts, assumptions and supporting information to assess funding options and growth decisions.
Turn analysis into action
Agree priorities, assign responsibility and track progress through a practical management reporting rhythm.
Fundraising & Capital Readiness
Give your growth plans
a credible funding case.
A funding conversation needs a clear purpose, defensible numbers and supporting evidence. I help bring these together so management can explain the requirement, test the assumptions and prepare for lender or investor scrutiny.
For debt, the case must explain repayment capacity. For equity, it must connect growth potential with capital needs, ownership considerations and investor returns.
Funding requirement & use of funds
Define how much capital is needed, when it is needed and how it supports specific business milestones.
Financial model & downside scenarios
Connect revenue, margins, working capital and cash flow. Test the impact of slower growth or delayed collections.
Lender & investor information pack
Bring financial history, forecasts, key assumptions and the business narrative into a consistent package.
Due diligence preparation
Organise supporting records, identify information gaps and assign responsibility for queries and follow-up.
Funding discussions & decision support
Evaluate proposed terms, repayment commitments, dilution and reporting obligations against business needs.
AI as a CFO tool
Practical AI.
Applied to real finance work.
AI can support the preparation, analysis and communication behind financial decisions. The opportunity is to connect these capabilities with reliable business data, clear questions and experienced CFO review.
MIS & Performance Analysis
Explore movements in revenue, costs and margins. Draft variance commentary and identify questions for management to investigate.
Draft management commentary and an exception list.
Forecasting & Scenarios
Structure assumptions and explore changes in collections, pricing, costs or growth using financial models with checked formulas.
Scenario comparisons and cash-flow sensitivities.
Fundraising Preparation
Organise the funding narrative, refine presentation drafts and prepare questions that lenders or investors may raise.
Draft funding materials and a preparation checklist.
Document & Information Review
Summarise supplied documents, compare stated terms and flag inconsistencies for verification against the original records.
Structured summaries and a review query log.
Dashboards & Decision Tools
Assist with building reporting views, spreadsheet logic and lightweight tools that make financial information easier to explore.
Dashboard prototypes and reusable reporting tools.
Finance Workflow Support
Map repetitive tasks, draft process documentation and develop automation ideas with defined checks and approval points.
Process checklists, SOP drafts and automation prototypes.
AI-assisted. CFO-reviewed.
Useful outputs depend on sound inputs, verification and business judgment.
- Check figures against source records.
- Review assumptions and calculations.
- Use approved tools and data permissions.
- Keep decisions and approvals with people.
Working together
CFO support shaped around your next priority.
Whether the immediate need is funding preparation, stronger financial oversight or a focused improvement project, the starting point is a clear scope, agreed deliverables and a practical review rhythm.
How we begin: Discuss your business priorities, review the current position and agree the scope, responsibilities and timeline.
What financial decision
is next for your business?
Let’s discuss your funding plans, finance priorities and where practical AI support could add value.